Financial Data API for AI - SEC Filings & Market Data

Search real-time market data, earnings reports, SEC filings, and regulatory updates. Valyu gives you structured financial data through a single API.

What You Can Do

Investment research - Access earnings, financial statements, and market trends
Risk assessment - Monitor market conditions and regulatory changes
Portfolio management - Track holdings and performance metrics
Compliance monitoring - Stay updated on regulatory filings

Features

Real-Time Market Data

Current stock prices, crypto rates, forex data, and market movers.

Structured Financial Data

Earnings data, balance sheets, income statements, and cash flows.

Regulatory Filings

SEC 10-K, 10-Q, 8-K, 13F holdings, 13D/13G ownership filings.

Market Intelligence

Institutional holdings, ownership changes, insider transactions, and dividend data.

Available Datasets

Market Data

Dataset	Content	Use Case
`valyu/valyu-stocks`	Real-time global stock prices	Live market monitoring
`valyu/valyu-crypto`	Cryptocurrency prices	Crypto trading and analysis
`valyu/valyu-forex`	Foreign exchange rates	Currency trading and hedging
`valyu/valyu-etfs`	ETF prices and data	ETF trading and analysis
`valyu/valyu-funds`	Mutual fund prices	Fund research and tracking
`valyu/valyu-commodities`	Commodity futures prices	Commodity trading

Fundamental Analysis

Dataset	Content	Use Case
`valyu/valyu-earnings-US`	Quarterly and annual earnings	Performance analysis
`valyu/valyu-statistics-US`	Key financial metrics and ratios	Quick company metrics
`valyu/valyu-balance-sheet-US`	Balance sheet data	Financial health analysis
`valyu/valyu-income-statement-US`	Revenue, expenses, profitability	Profitability assessment
`valyu/valyu-cash-flow-US`	Cash flow activities	Liquidity analysis
`valyu/valyu-dividends-US`	Dividend information	Income investing

Market Intelligence

Dataset	Content	Use Case
`valyu/valyu-insider-transactions-US`	Executive and institutional trading	Sentiment analysis
`valyu/valyu-market-movers-US`	Biggest gainers, losers, most active	Trend identification

Regulatory

Dataset	Content	Use Case
`valyu/valyu-sec-filings`	SEC filings: 10-K, 10-Q, 8-K, 13F holdings, 13D/13G ownership	Compliance, ownership tracking, and deep research

Economic Data

Dataset	Content	Use Case
`valyu/valyu-destatis-labour`	German labour market statistics	German economic research
`valyu/valyu-fred`	Federal Reserve data (interest rates, GDP, inflation)	US economic analysis
`valyu/valyu-bls`	Bureau of Labor Statistics data	US labour market and inflation
`valyu/valyu-worldbank-indicators`	World Bank development indicators	Global economic research
`valyu/valyu-usaspending`	US federal spending data	Government spending analysis

Use structured datasets (earnings, balance sheets) for metrics. Use SEC filings for detailed context and qualitative analysis.

Quick Start

Basic Search

Let Valyu find the right datasets automatically:

from valyu import Valyu

valyu = Valyu("your-api-key-here")

response = valyu.search(
    "Apple's latest quarterly earnings and revenue growth trends"
)

print(response)

Real-Time Market Data

from valyu import Valyu

valyu = Valyu("your-api-key-here")
response = valyu.search(
    "today's biggest stock gainers and notable insider trading activity"
)

# Crypto and forex
crypto_response = valyu.search(
    "Bitcoin price trends this week and current EUR/USD exchange rate"
)

Company Analysis

from valyu import Valyu

valyu = Valyu("your-api-key-here")
response = valyu.search(
    "Tesla's latest income statement and cash flow analysis Q4 2024"
)

performance = valyu.search(
    "Microsoft stock price performance and recent quarterly results"
)

Advanced Usage

Target Specific Datasets

from valyu import Valyu

valyu = Valyu("your-api-key-here")

# Just earnings data
earnings_only = valyu.search(
    "Tesla quarterly earnings",
    included_sources=["valyu/valyu-earnings-US"]
)

# Multiple financial datasets
comprehensive = valyu.search(
    "Microsoft financial performance analysis",
    included_sources=[
        "valyu/valyu-income-statement-US",
        "valyu/valyu-balance-sheet-US",
        "valyu/valyu-cash-flow-US"
    ]
)

SEC Filings, Holdings & Ownership

Search 3M+ SEC filings and structured data using natural language. No accession numbers, CIK codes, or technical syntax required - just describe what you need. What you can search:

10-K annual reports - Full financial statements, MD&A, risk factors, business descriptions
10-Q quarterly reports - Interim financials, quarterly updates, management commentary
8-K current reports - Material events, M&A announcements, leadership changes
13F-HR institutional holdings - Quarterly portfolio disclosures from hedge funds and asset managers with $100M+ AUM
SC 13D activist ownership - Beneficial ownership filings from investors acquiring 5%+ with activist intent
SC 13G passive ownership - Simplified beneficial ownership filings from passive 5%+ investors

Key capabilities:

Ask for a specific section (e.g., “risk factors”, “MD&A”, “business description”)
Use just the company name - no ticker symbol or accession number needed
Retrieve entire filings by setting response_length="max" (up to 400k characters)
Search by time period (e.g., “FY2024”, “Q3 2023”, “during 2020”)
Track institutional holdings changes across quarters via 13F filings
Monitor activist campaigns and ownership stakes via 13D/13G filings

from valyu import Valyu

valyu = Valyu("your-api-key-here")

# Get a specific section from a filing
risk_factors = valyu.search(
    "Apple 10-K risk factors section"
)

# Full annual report (use responseLength="max" for complete filing)
full_filing = valyu.search(
    "Tesla 10-K FY2024",
    response_length="max"
)

# Search for topics across filings
ai_strategy = valyu.search(
    "mentions of AI strategy in Microsoft's 2024 SEC filings"
)

# Insider transactions (Form 4 structured data)
insider_trades = valyu.search(
    "insider transactions for Pfizer during 2020"
)

Response length options:

short - 25k characters (default)
medium - 50k characters
large - 100k characters
max - up to 400k characters (~100k tokens)

Use max only when you need complete filings and your context window supports it.

Institutional Holdings & Ownership (13F, 13D, 13G)

from valyu import Valyu

valyu = Valyu("your-api-key-here")

# 13F: Track Goldman Sachs institutional holdings
institutional = valyu.search(
    "Goldman Sachs 13F-HR holdings report"
)

# 13D: Monitor activist ownership filings
activist = valyu.search(
    "13D filings for Apple"
)

# 13G: Track passive ownership disclosures
passive = valyu.search(
    "What stocks does BlackRock passively hold according to 13G filings?"
)

13D vs 13G: Both report 5%+ ownership stakes. 13D = activist intent (influencing management), 13G = passive investor. A 13D filing often signals potential activist campaigns — valuable for event-driven strategies.

Financial News

from valyu import Valyu

valyu = Valyu("your-api-key-here")
response = valyu.search(
    "Federal Reserve interest rate policy impact on banking sector",
    included_sources=[
        "treasury.gov",
        "sec.gov",
        "bls.gov",
        "federalreserve.gov"
    ]
)

Common Use Cases

Investment research: Earnings, KPIs, valuation comps, guidance analysis
Market monitoring: Real-time movers, news, crypto/forex, insider activity
Portfolio analytics: Holdings performance, dividends, risk exposures
Regulatory compliance: 10-K/10-Q/8-K filings, risk factors, SEC updates
Institutional holdings: 13F portfolio tracking, fund position changes, concentration analysis
Ownership monitoring: 13D activist campaigns, 13G passive ownership, beneficial ownership changes
Competitive intelligence: Product mentions, partnerships, strategy in filings
Risk assessment: Macro sensitivity, sector risks, policy impacts

Examples

Investment Research

from valyu import Valyu

valyu = Valyu("your-api-key-here")
response = valyu.search(
    "NVIDIA financial performance GPU market share competitive position 2024",
    max_num_results=15
)

analyst_view = valyu.search(
    "NVIDIA stock analyst ratings price targets Q4 2024",
    included_sources=[
        "treasury.gov",
        "sec.gov",
        "fred.stlouisfed.org"
    ]
)

Portfolio Management

from valyu import Valyu

valyu = Valyu("your-api-key-here")

portfolio_earnings = valyu.search(
    "Apple Microsoft Tesla quarterly earnings results 2024"
)

dividend_stocks = valyu.search(
    "high dividend yield stocks quarterly payments 2024",
    included_sources=["valyu/valyu-dividends-US"]
)

Regulatory Compliance

from valyu import Valyu

valyu = Valyu("your-api-key-here")

reg_updates = valyu.search(
    "SEC cryptocurrency regulation banking industry impact 2024",
    included_sources=[
        "sec.gov",
        "federalreserve.gov",
        "sec.gov/cgi-bin/browse-edgar"
    ]
)

compliance = valyu.search(
    "new ESG reporting requirements public companies 2024"
)

Market Intelligence

from valyu import Valyu

valyu = Valyu("your-api-key-here")

sector_analysis = valyu.search(
    "renewable energy sector growth rates market opportunities 2024"
)

insider_activity = valyu.search(
    "technology sector insider buying activity large transactions",
    included_sources=["valyu/valyu-insider-transactions-US"]
)

Choosing the Right Dataset

Choose the right dataset for your needs. Structured datasets give you clean metrics; SEC filings provide detailed context.

Structured Datasets

Use for:

Quick financial ratios and metrics
Earnings comparisons across quarters
Balance sheet analysis
Cash flow tracking
Dividend history

response = valyu.search(
    "Apple P/E ratio debt-to-equity current ratio",
    included_sources=["valyu/valyu-statistics-US"]
)

SEC Filings

Use for:

Business strategy analysis
Risk factor assessment
Management discussion and analysis
Competitive positioning
Qualitative insights

response = valyu.search(
    "Tesla's business strategy and competitive advantages analysis"
)

Best Practices

Start with descriptive prompts and let Valyu find relevant datasets. Use included_sources only when you need specific data types.

Effective Queries

Query Type	Example	Why It Works
Earnings	”Apple Q4 2024 earnings revenue growth year-over-year”	Specific company, timeframe, and metrics
Market Trends	”Stock performance biggest gainers today”	Clear focus with current data
Financial Health	”Tesla balance sheet debt levels cash position”	Specific statement and metrics
Regulatory Impact	”Federal Reserve rate hikes impact on banking stocks”	Event context with sector focus

Source Selection

Market Analysis:

included_sources = [
    "oecd.org",
    "sec.gov/cgi-bin/browse-edgar",
    "data.worldbank.org",
    "eurostat.ec.europa.eu"
]

Company Fundamentals:

included_sources = [
    "valyu/valyu-earnings-US",
    "valyu/valyu-statistics-US",
    "valyu/valyu-balance-sheet-US"
]

Regulatory Research:

included_sources = [
    "sec.gov",
    "federalreserve.gov",
    "treasury.gov"
]

Tips

Use financial terms to trigger relevant datasets automatically
Include company names or tickers for targeted results
Add time context (“latest”, “Q4 2024”, “recent”) for current data
Specify metrics like “earnings”, “revenue”, or “cash flow”

Limitations

Data delays: Market data may have 1-5 minute delays
Regional focus: Some Structured datasets currently cover US markets
Access levels: Some premium content may require subscriptions

Documentation Index

​What You Can Do

​Features

Real-Time Market Data

Structured Financial Data

Regulatory Filings

Market Intelligence

​Available Datasets

​Market Data

​Fundamental Analysis

​Market Intelligence

​Regulatory

​Economic Data

​Quick Start

​Basic Search

​Real-Time Market Data

​Company Analysis

​Advanced Usage

​Target Specific Datasets

​SEC Filings, Holdings & Ownership

​Institutional Holdings & Ownership (13F, 13D, 13G)

​Financial News

​Common Use Cases

​Examples

​Investment Research

​Portfolio Management

​Regulatory Compliance

​Market Intelligence

​Choosing the Right Dataset

​Structured Datasets

​SEC Filings

​Best Practices

​Effective Queries

​Source Selection

​Tips

​Limitations

What You Can Do

Features

Available Datasets

Market Data

Fundamental Analysis

Market Intelligence

Regulatory

Economic Data

Quick Start

Basic Search

Real-Time Market Data

Company Analysis

Advanced Usage

Target Specific Datasets

SEC Filings, Holdings & Ownership

Institutional Holdings & Ownership (13F, 13D, 13G)

Financial News

Common Use Cases

Examples

Investment Research

Portfolio Management

Regulatory Compliance

Market Intelligence

Choosing the Right Dataset

Structured Datasets

SEC Filings

Best Practices

Effective Queries

Source Selection

Tips

Limitations